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Sumac vs CaseWorthy Comparison (2026)

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Sumac logo

Sumac

CaseWorthy logo

CaseWorthy

Overview

Simplify Human Service Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant. Incudes Free Top-rated Support.

A scalable case management solution supporting nonprofits manage clients, track services, improve efficiencies & evaluate community impact.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
view more detailsview details
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
view more detailsview details

Video & Screenshots

Pricing

Starting from

179

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

0.01

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

132

5

4

3

2

1

69

50

9

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
73%
would recommend this app

4.4

44

5

4

3

2

1

25

16

1

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
84%
would recommend this app

Pros

“We started using Sumac to manage our youth programs that work with youth involved in the criminal justice system, and we’ve found it to be extremely helpful, reliable, and secure. When our funders required us to use a secure database for confidential client information, we researched Sumac and have never looked back.”
RM

Rodrigo M.

Pograms Manager

“The platform makes it easy to keep all information organized, confidential, and accessible only to authorized staff. Whenever we’ve encountered an issue, Sumac Support has been outstanding; one email away, and their response time is often within minutes.”
RM

Rodrigo M.

Pograms Manager

“It has improved how we document client interactions, manage referrals, and collect data across multiple programs.”
MJ

Maryam J.

Youth Outreach Worker

Pros

“This includes features and product that is easy to use and understandable to the general public, but sophisticated enough to be tailored to the unique needs of the client.”
HD

Hannah D.

Product

“I can confidently say that CW is intuitive and even our most tech-averse staff have found the system easy to navigate. When there are issues, our account manager and the support team are responsive and solve issues quickly. ”
AL

Amelia L.

Program Director & Social Worker

“This list is what we are currently working off of with our support team.”
HD

Hannah D.

Product

Cons

“At times, the system can be a bit slow when multiple users are logged in, and some customization features (like form templates) require admin access or additional setup support.”
MJ

Maryam J.

Youth Outreach Worker

“The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently.”
RM

Rodrigo M.

Pograms Manager

“Actually, my one complaint is they changed the gift entry form and it is not nearly as flexible as the older form had been.”
NM

Nancy M.

Director

Cons

“We asked if an alias box could be added to the client demographics and have the client files be searchable that way, they told us no, they could not do that.”
RS

Raven S.

Program Manager

“These are just a couple of the many examples of how difficult it was for us working with them.”
RS

Raven S.

Program Manager

“I can only say that the migration from one software vendor to another was difficult but more because the other vendor's software was "homegrown." ”
mc

mary c.

Coordinator of Homeless Programs

  • Vendor responds to reviews
  • Last review9 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features145
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Alumni Management
  • Applicant Tracking
  • Application Management
  • Appointment Management
  • Approval Process Control
  • Assessment Management
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Auction Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Care Plan Management
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Certification & Licensing
  • Charting
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Collection
  • Data Import/Export
  • Deadline Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Due Date Tracking
  • Dues Management
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Email Tracking
  • Employee Management
  • Enrollments/Onboarding
  • Event Calendar
  • Event Management
  • Event Scheduling
  • Event Ticketing
  • Financial Reporting
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Management
  • HIPAA Compliant
  • Historical Trend Analysis
  • Impact Measurement
  • Intake Management
  • Interaction Tracking
  • Medical History Records
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Multi-Channel Communication
  • Multi-Location
  • Online Forms
  • Online Giving
  • Payment Processing
  • Personalization
  • Pledge Management
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Real-Time Analytics
  • Real-Time Notifications
  • Real-Time Reporting
  • Receipt Management
  • Recognition Management
  • Records Management
  • Recurring Giving
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Summary Reports
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Volunteer Recruiting
  • Wait List Management
  • Web Forms
  • Website Integration
  • Website Management
  • Workflow Management
  • Total features83
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Alumni Management
  • Applicant Tracking
  • Application Management
  • Appointment Management
  • Approval Process Control
  • Assessment Management
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Auction Management
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Care Plan Management
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Certification & Licensing
  • Charting
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contribution Tracking
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Collection
  • Data Import/Export
  • Deadline Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Due Date Tracking
  • Dues Management
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Email Tracking
  • Employee Management
  • Enrollments/Onboarding
  • Event Calendar
  • Event Management
  • Event Scheduling
  • Event Ticketing
  • Financial Reporting
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Gift Matching Management
  • Goal Setting/Tracking
  • Grant Application Management
  • Grant Management
  • HIPAA Compliant
  • Historical Trend Analysis
  • Impact Measurement
  • Intake Management
  • Interaction Tracking
  • Medical History Records
  • Member Communication
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Mobile Giving
  • Multi-Channel Communication
  • Multi-Location
  • Online Forms
  • Online Giving
  • Payment Processing
  • Personalization
  • Pledge Management
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Real-Time Analytics
  • Real-Time Notifications
  • Real-Time Reporting
  • Receipt Management
  • Recognition Management
  • Records Management
  • Recurring Giving
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Summary Reports
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Volunteer Recruiting
  • Wait List Management
  • Web Forms
  • Website Integration
  • Website Management
  • Workflow Management

Integrations

  • Total integrations2
  • ActiveCampaign
  • Adobe Acrobat
  • Adobe Acrobat Reader
  • Constant Contact
  • Docusign
  • Google Maps
  • Microsoft Power BI
  • MySQL
  • QuickBooks Online
  • ServTracker
  • Twilio
  • WordPress
  • YouTube
  • Total integrations11
  • ActiveCampaign
  • Adobe Acrobat
  • Adobe Acrobat Reader
  • Constant Contact
  • Docusign
  • Google Maps
  • Microsoft Power BI
  • MySQL
  • QuickBooks Online
  • ServTracker
  • Twilio
  • WordPress
  • YouTube